According to this week's GDP report, the real growth rate was minimal (around 1.1%) during the first quarter. On the other hand, inflation remains high, around 5.3%. This seems to reflect stagflation. Unfortunately, business equipment spending was around -7.3%, and inventories are down. PMI (Purchasing Managers' Index), an [...]
What is clear is that VUCA (volatility, uncertainty, complexity, ambiguity) is continuing in the forefront and will continue to be our "new normal". As I recently debated with the Wall Street Journal, we are in an era of non-stop disruptions. Look no further than the escalating war of Russia [...]
Since I was preparing for a meeting related to healthcare supply chains, I dug deep into the topic and thought it would be valuable to share the findings. In reviewing baby Tylenol /Motrin to adult diapers to medtech and pharmaceticals, supply chain disruptions have eased in some areas but [...]
